SCHD Schwab US Dividend Equity ETF | $62,789,938 | $41,530,143 ▲ | 195.3% | 2,298,314 | 9.9% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $25,678,295 | $244,127 ▲ | 1.0% | 773,210 | 4.1% | ETF |
VGT Vanguard Information Technology ETF | $24,711,796 | $1,475,545 ▲ | 6.4% | 39,742 | 3.9% | ETF |
VOO Vanguard S&P 500 ETF | $21,102,632 | $1,176,769 ▼ | -5.3% | 39,165 | 3.3% | ETF |
IVV iShares Core S&P 500 ETF | $20,270,914 | $251,952 ▲ | 1.3% | 34,435 | 3.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $15,639,996 | $3,918,595 ▼ | -20.0% | 452,154 | 2.5% | ETF |
DFAU Dimensional US Core Equity Market ETF | $15,349,549 | $1,616,522 ▲ | 11.8% | 379,095 | 2.4% | ETF |
AVUS Avantis U.S. Equity ETF | $13,929,062 | $57,673 ▼ | -0.4% | 143,702 | 2.2% | ETF |
AAPL Apple | $13,541,126 | $679,636 ▲ | 5.3% | 54,074 | 2.1% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $11,788,161 | $674,020 ▲ | 6.1% | 204,905 | 1.9% | ETF |
SCHX Schwab US Large-Cap ETF | $10,844,409 | $7,563,630 ▲ | 230.5% | 467,835 | 1.7% | ETF |
AVDE Avantis International Equity ETF | $10,294,401 | $1,145,718 ▲ | 12.5% | 167,743 | 1.6% | ETF |
MSFT Microsoft | $10,202,281 | $709,376 ▲ | 7.5% | 24,205 | 1.6% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $8,665,851 | $460,004 ▲ | 5.6% | 44,252 | 1.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $8,315,793 | $42,516 ▼ | -0.5% | 72,173 | 1.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $8,033,800 | $59,831 ▼ | -0.7% | 275,130 | 1.3% | ETF |
NVDA NVIDIA | $7,822,536 | $572,748 ▲ | 7.9% | 58,251 | 1.2% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $7,782,393 | $154,181 ▲ | 2.0% | 26,853 | 1.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $7,262,950 | $1,463,094 ▲ | 25.2% | 74,953 | 1.1% | Finance |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $7,262,366 | $164,481 ▲ | 2.3% | 249,995 | 1.1% | ETF |
QQQ Invesco QQQ | $6,922,883 | $2,875,077 ▲ | 71.0% | 13,542 | 1.1% | Finance |
VHT Vanguard Health Care ETF | $6,883,822 | $470,591 ▼ | -6.4% | 27,135 | 1.1% | ETF |
SCHB Schwab US Broad Market ETF | $6,780,309 | $4,482,138 ▲ | 195.0% | 298,692 | 1.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $6,652,539 | $1,660,313 ▼ | -20.0% | 139,116 | 1.1% | ETF |
BRK.B Berkshire Hathaway | $6,304,672 | $112,413 ▲ | 1.8% | 13,909 | 1.0% | Finance |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $6,179,695 | $284,146 ▼ | -4.4% | 53,653 | 1.0% | ETF |
JMUB JPMorgan Municipal ETF | $6,092,774 | $410,779 ▲ | 7.2% | 121,491 | 1.0% | ETF |
AVGO Broadcom | $5,922,622 | $202,166 ▲ | 3.5% | 25,546 | 0.9% | Computer and Technology |
GOOGL Alphabet | $5,620,759 | $470,416 ▲ | 9.1% | 29,692 | 0.9% | Computer and Technology |
BBJP JPMorgan BetaBuilders Japan ETF | $5,605,087 | $129,376 ▲ | 2.4% | 102,115 | 0.9% | ETF |
AMZN Amazon.com | $5,437,679 | $598,068 ▲ | 12.4% | 24,785 | 0.9% | Retail/Wholesale |
BINC iShares Flexible Income Active ETF | $5,117,157 | $1,556,439 ▲ | 43.7% | 98,369 | 0.8% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $5,082,397 | $653,025 ▲ | 14.7% | 52,651 | 0.8% | ETF |
DFUS Dimensional U.S. Equity ETF | $5,060,359 | $930,115 ▼ | -15.5% | 79,378 | 0.8% | ETF |
VYM Vanguard High Dividend Yield ETF | $4,972,800 | $51,546 ▲ | 1.0% | 38,975 | 0.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,844,962 | $60,129 ▲ | 1.3% | 77,756 | 0.8% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $4,688,485 | $3,095,173 ▲ | 194.3% | 197,993 | 0.7% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $3,747,593 | $3,311 ▲ | 0.1% | 18,111 | 0.6% | ETF |
MGV Vanguard Mega Cap Value ETF | $3,544,465 | $74,946 ▼ | -2.1% | 28,376 | 0.6% | ETF |
QDF FlexShares Quality Dividend Index Fund | $3,472,007 | $57,993 ▼ | -1.6% | 49,213 | 0.5% | ETF |
DUHP Dimensional US High Profitability ETF | $3,466,015 | $1,141,124 ▲ | 49.1% | 102,575 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $3,413,080 | $1,785,415 ▲ | 109.7% | 184,491 | 0.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $3,328,441 | $45,049 ▼ | -1.3% | 47,360 | 0.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,146,628 | $2,363,678 ▲ | 301.9% | 112,904 | 0.5% | ETF |
AGZ iShares Agency Bond ETF | $3,060,387 | $30,553 ▲ | 1.0% | 28,347 | 0.5% | Finance |
FNDB Schwab Fundamental U.S. Broad Market Index ETF | $3,059,621 | $1,844,379 ▲ | 151.8% | 131,540 | 0.5% | ETF |
KMI Kinder Morgan | $2,962,182 | $37,593 ▲ | 1.3% | 108,109 | 0.5% | Oils/Energy |
META Meta Platforms | $2,914,191 | $225,430 ▲ | 8.4% | 4,977 | 0.5% | Computer and Technology |
TSLA Tesla | $2,906,436 | $252,400 ▲ | 9.5% | 7,197 | 0.5% | Auto/Tires/Trucks |
SHV iShares Short Treasury Bond ETF | $2,780,724 | $397,718 ▲ | 16.7% | 25,254 | 0.4% | ETF |
DFIV Dimensional International Value ETF | $2,776,736 | $1,153,100 ▲ | 71.0% | 78,262 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $2,686,348 | $120,810 ▲ | 4.7% | 11,207 | 0.4% | Finance |
WMT Walmart | $2,547,749 | $77,248 ▲ | 3.1% | 28,199 | 0.4% | Retail/Wholesale |
KO Coca-Cola | $2,329,399 | $62,571 ▲ | 2.8% | 37,414 | 0.4% | Consumer Staples |
GUNR FlexShares Global Upstream Natural Resources Index Fund | $2,223,372 | $344,801 ▼ | -13.4% | 61,149 | 0.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $2,131,122 | $1,195,201 ▲ | 127.7% | 93,882 | 0.3% | ETF |
LLY Eli Lilly and Company | $2,094,436 | $80,288 ▲ | 4.0% | 2,713 | 0.3% | Medical |
MA Mastercard | $1,968,692 | $79,506 ▲ | 4.2% | 3,739 | 0.3% | Business Services |
V Visa | $1,891,815 | $655,783 ▲ | 53.1% | 5,986 | 0.3% | Business Services |
VBR Vanguard Small-Cap Value ETF | $1,795,329 | $6,144 ▼ | -0.3% | 9,059 | 0.3% | ETF |
COST Costco Wholesale | $1,750,631 | $75,119 ▲ | 4.5% | 1,911 | 0.3% | Retail/Wholesale |
HD Home Depot | $1,734,830 | $546,121 ▲ | 45.9% | 4,460 | 0.3% | Retail/Wholesale |
PG Procter & Gamble | $1,710,674 | $80,471 ▲ | 4.9% | 10,204 | 0.3% | Consumer Staples |
CSCO Cisco Systems | $1,629,918 | $355,146 ▲ | 27.9% | 27,532 | 0.3% | Computer and Technology |
PAVE Global X U.S. Infrastructure Development ETF | $1,619,860 | | 0.0% | 40,086 | 0.3% | ETF |
XOM Exxon Mobil | $1,592,032 | $38,940 ▲ | 2.5% | 14,800 | 0.3% | Oils/Energy |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,584,321 | $235,517 ▲ | 17.5% | 19,737 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,552,490 | $23,169 ▼ | -1.5% | 19,901 | 0.2% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $1,502,651 | $3,972 ▲ | 0.3% | 19,292 | 0.2% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,492,412 | $26,446 ▼ | -1.7% | 21,106 | 0.2% | ETF |
ORCL Oracle | $1,472,431 | $209,466 ▲ | 16.6% | 8,836 | 0.2% | Computer and Technology |
IWV iShares Russell 3000 ETF | $1,470,700 | | 0.0% | 4,400 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,421,713 | $1,100,167 ▲ | 342.1% | 51,307 | 0.2% | ETF |
ZION Zions Bancorporation, National Association | $1,378,601 | $10,253 ▲ | 0.7% | 25,412 | 0.2% | Finance |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,366,278 | $200,123 ▼ | -12.8% | 54,959 | 0.2% | ETF |
CVX Chevron | $1,345,960 | $118,476 ▲ | 9.7% | 9,293 | 0.2% | Oils/Energy |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $1,282,478 | $376,748 ▼ | -22.7% | 41,734 | 0.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,252,426 | $218,539 ▼ | -14.9% | 49,366 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $1,250,342 | | 0.0% | 12,315 | 0.2% | ETF |
UNH UnitedHealth Group | $1,225,193 | $50,586 ▲ | 4.3% | 2,422 | 0.2% | Medical |
VUG Vanguard Growth ETF | $1,218,480 | | 0.0% | 2,969 | 0.2% | ETF |
VDC Vanguard Consumer Staples ETF | $1,213,955 | $2,114 ▼ | -0.2% | 5,743 | 0.2% | ETF |
VOX Vanguard Communication Services ETF | $1,157,258 | $62,295 ▼ | -5.1% | 7,468 | 0.2% | ETF |
SONY Sony Group | $1,141,180 | $912,927 ▲ | 400.0% | 53,931 | 0.2% | Consumer Discretionary |
MRK Merck & Co., Inc. | $1,096,737 | $41,979 ▲ | 4.0% | 11,025 | 0.2% | Medical |
DGRO iShares Core Dividend Growth ETF | $1,041,185 | $173,285 ▲ | 20.0% | 16,974 | 0.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $1,037,795 | $73,412 ▼ | -6.6% | 15,946 | 0.2% | ETF |
SLDP Solid Power | $1,025,852 | | 0.0% | 542,779 | 0.2% | Auto/Tires/Trucks |
CHK Chesapeake Energy | $1,009,584 | $5,874 ▲ | 0.6% | 10,141 | 0.2% | Oils/Energy |
T AT&T | $978,722 | $3,142 ▲ | 0.3% | 42,983 | 0.2% | Computer and Technology |
PM Philip Morris International | $965,622 | $44,051 ▲ | 4.8% | 8,023 | 0.2% | Consumer Staples |
SPHD Invesco S&P 500 High Dividend Low Volatility ETF | $949,292 | $581,315 ▲ | 158.0% | 19,650 | 0.2% | ETF |
AMGN Amgen | $933,347 | $5,473 ▲ | 0.6% | 3,581 | 0.1% | Medical |
CMCSA Comcast | $915,409 | $20,041 ▼ | -2.1% | 24,391 | 0.1% | Consumer Discretionary |
JNJ Johnson & Johnson | $913,156 | $405,236 ▼ | -30.7% | 6,314 | 0.1% | Medical |
MS Morgan Stanley | $909,836 | $583,718 ▲ | 179.0% | 7,237 | 0.1% | Finance |
DVY iShares Select Dividend ETF | $898,887 | $17,854 ▼ | -1.9% | 6,847 | 0.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $890,302 | $702,691 ▲ | 374.5% | 11,522 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $884,215 | $8,681 ▼ | -1.0% | 33,204 | 0.1% | ETF |
CAT Caterpillar | $881,248 | $20,680 ▲ | 2.4% | 2,429 | 0.1% | Industrial Products |
